QUARTERLY 13-F FILINGS: Berkshire buys CVX and cuts AMZN; Pershing square exits CMG
Newsquawk Staff ·
Appaloosa
- New Buy: Ball Corporation (BALL).
- Raised: Micron (MU), Alphabet (GOOG), Meta (META), American Air (AAL), Owens Corning (OC).
- Cut: Alibaba (BABA), Whirlpool (WHR), JD.com (JD), Vistra (VST)
- Exited: Fiserv (FISV), Truist Financial (TFC), Caesars Entertainment (CZR), KeyCorp (KEY), Citizens Financial (CFG).
- Top Holdings: Alibaba (BABA), Alphabet (GOOGL), Amazon (AMZN), Micron (MU), Meta (META).
Berkshire Hathaway
- New: New York Times (NYT).
- Raised: Chubb (CB), Chevron (CVX), Domino's Pizza (DPZ), Lamar (LAMR).
- Cut: Amazon (AMZN), Bank of America (BAC), DaVita (DVA), Pool Corp (POOL), Aon PLC (AON).
- Exited: N/A.
- Top: Apple (AAPL), American Express (AXP), Bank of America (BAC), Coca-Cola (KO), Chevron (CVX).
Icahn Capital
- New: N/A.
- Raised: Centuri Holdings (CTRI), Monro (MNRO), SandRidge Energy (SD), Icahn Enterprises (IEP)
- Cut: International Flavors (IFF), EchoStar (SATS).
- Exited: N/A.
- Top: Icahn Enterprises (IEP), CVR Energy (CVI), Southwest Gas (SWX), CVR Partners (UAN), EchoStar (SATS)
Jana Partners
- New: Fiserv (FISV).
- Raised: Cooper Companies (COO), Alkami Technology (ALKT), Rapid7 (RPD), Six Flags (FUN).
- Cut: Markel Group (MKL), Mercury Systems (MRCY), Freshpet (FRPT), Enhabit (EHAB).
- Exited: Trimble (TRMB).
- Top: Mercury Systems (MRCY), Cooper Companies (COO), Lamb Weston (LW), Markel Group (MKL).
Lone Pine Capital
- New: ASML (ASML), DoorDash (DASH), Carpenter Technology (CRS), Tenet (THC), Clean Harbors (CLH)
- Raised: KKR (KKR), Nubank (NU), Broadcom (AVGO), Carvana (CVNA), Vulcan Materials (VMC).
- Cut: Philip Morris (PM), AppLovin (APP), Booking (BKNG), Amazon (AMZN), LPL Financial (LPLA).
- Exited: Meta (META), Starbucks (SBUX), EQT Corp (EQT), Flutter (FLUT), Sea Ltd (SE)
- Top: TSMC (TSM), Vistra (VST), Carvana (CVNA), LPL Financial (LPLA), Brookfield (BAM).
Paulson & Co.
- New: Solstice Advanced Materials (SOLS).
- Raised: Bausch Health (BHC), Thryv (THRY).
- Cut: Madrigal Pharma (MDGL).
- Exited: Honeywell (HON), Trilogy Metals (TMQ).
- Top: Madrigal (MDGL), Perpetua Resources (PPTA), Bausch Health (BHC), Acadian Asset Management (AAMI), Novagold Resources (NG).
Pershing Square
- New: Meta Platforms (META).
- Raised: Amazon (AMZN).
- Cut: Alphabet Class A (GOOGL), Uber (UBER), Brookfield (BAM), Hilton Worldwide (HLT), Restaurant Brands (QSR).
- Exited: Chipotle (CMG).
- Top: Brookfield (BAM), Uber (UBER), Amazon (AMZN), Alphabet Class C (GOOG), Meta (META).
Point72
- New: Akamai (AKAM), Visa (V), Micron (MU), Lululemon (LULU), Paylocity (PCTY).
- Raised: TSMC (TSM), Amazon (AMZN), Nvidia (NVDA), Equinix (EQIX), Broadcom (AVGO).
- Cut: Meta (META), Airbnb (ABNB), Microsoft (MSFT), T-Mobile (TMUS), S&P Global (SPGI).
- Exited: Confluent (CFLT), HP Enterprise (HPE), Walmart (WMT), TransUnion (TRU), Church & Dwight (CHD).
- Top: Nvidia (NVDA), TSMC (TSM), Amazon (AMZN), Microsoft (MSFT), Arista Networks (ANET).
Starboard Value
- New: Clearwater Analytics (CWAN), Fluor (FLR)
- Raised: Kenvue (KVUE), Riot Platforms (RIOT), TripAdvisor (TRIP), Match Group (MTCH).
- Cut: Autodesk (ADSK), News Corp. (NWSA), Gen Digital (GEN), Healthcare Realty Trust (HR), Salesforce (CRM).
- Exited: Alight (ALIT)
- Top: Qorvo (QRVO), Kenvue (KVUE), Algonquin Power (AQN), Bill (BILL), Match Group (MTCH).
Third Point
- New: Progressive (PGR), Chipotle (CMG), ARS Pharmaceutical (SPRY)
- Raised: NVIDIA (NVDA), Constellation Energy (CEG)
- Cut: Microsoft (MSFT), Capital One Financial (COF), Kenvue (KVUE), PG&E (PCG)
- Exited: N/A
- Top: N/A
Trian Fund Management
- New: N/A
- Raised: General Electric Aerospace (GE), GE Healthcare (GEHC), Wendy's (WEN)
- Cut: Invesco (IVZ), Solventum (SOLV).
- Exited: N/A
- Top: Janus Henderson (JHG), General Electric Aerospace, Solventum, Wendy's, Ferguson (FERG).
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